Marsh & McLennan Companies, Inc.
MRSH- 交易所
- NYSE
- 產業
- Insurance Agents, Brokers & Service
- SEC CIK
- 0000062709
近 90 天，Marsh & McLennan Companies, Inc. 內部人申報 0 筆公開市場買進、6 筆賣出；2026 年第 2 季末有 1,506 家機構在 13F 申報持有，市值合計 $730.9 億；Oakmark（Harris Associates）和馬克爾集團兩位大師持有。
2024 年第 4 季 13F 持有人
Marsh & McLennan Companies, Inc. 在 2024/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,578
- 較 2024 年第 3 季 +81 家
- 持有股數
- 4.44 億
- 較 2024 年第 3 季 +946.3 萬 (+2.2%)
- 總市值
- $941.8 億
- 較 2024 年第 3 季 −$25.5 億 (−2.6%)
- 新進機構
- 189
- 另有 641 家加碼
- 清倉機構
- 108
- 另有 499 家減碼
另有 34 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MRSH 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,506 | $730.9 億 |
| 2026 年第 1 季 | 1,548 | $761.5 億 |
| 2025 年第 4 季 | 1,594 | $808.6 億 |
| 2025 年第 3 季 | 1,576 | $871.7 億 |
| 2025 年第 2 季 | 1,610 | $972.6 億 |
| 2025 年第 1 季 | 1,627 | $1,080 億 |
| 2024 年第 4 季 | 1,578 | $941.8 億 |
| 2024 年第 3 季 | 1,531 | $971.0 億 |
| 2024 年第 2 季 | 1,476 | $922.5 億 |
| 2024 年第 1 季 | 1,444 | $898.7 億 |
| 2023 年第 4 季 | 1,376 | $823.6 億 |
| 2023 年第 3 季 | 1,294 | $819.8 億 |
| 2023 年第 2 季 | 1,258 | $814.7 億 |
| 2023 年第 1 季 | 1,228 | $721.3 億 |
| 2022 年第 4 季 | 1,223 | $723.4 億 |
| 2022 年第 3 季 | 1,159 | $654.7 億 |
| 2022 年第 2 季 | 1,150 | $686.4 億 |
| 2022 年第 1 季 | 1,151 | $752.0 億 |
| 2021 年第 4 季 | 1,170 | $775.5 億 |
| 2021 年第 3 季 | 1,078 | $680.3 億 |
| 2021 年第 2 季 | 1,007 | $636.3 億 |
| 2021 年第 1 季 | 979 | $546.8 億 |
2024 年第 4 季持有機構
每家機構持有 Marsh & McLennan Companies, Inc. 的股數、市值與佔組合比重；股數變化跟 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hamilton Point Investment Advisors, LLC | 4,749 | $100.9 萬 | 0.18% | +2,483+109.6% | 加碼 |
| SkyView Investment Advisors, LLC | 4,831 | $102.6 萬 | 0.16% | +4,831 | 新進 |
| Integrated Advisors Network LLC | 4,844 | $102.9 萬 | 0.05% | +58+1.2% | 加碼 |
| Connecticut Wealth Management, LLC | 4,858 | $103.2 萬 | 0.05% | +235+5.1% | 加碼 |
| Manchester Capital Management LLC | 4,859 | $103.2 萬 | 0.12% | −6−0.1% | 減碼 |
| West Family Investments, Inc. | 4,878 | $103.6 萬 | 0.36% | −112−2.2% | 減碼 |
| Cullen/Frost Bankers, Inc. | 4,882 | $103.7 萬 | 0.01% | +215+4.6% | 加碼 |
| JGP Wealth Management, LLC | 4,901 | $104.1 萬 | 0.13% | +146+3.1% | 加碼 |
| Charter Trust Co | 4,926 | $104.6 萬 | 0.07% | −75−1.5% | 減碼 |
| Lake Street Advisors Group, LLC | 4,935 | $104.8 萬 | 0.05% | +11+0.2% | 加碼 |
| HM Payson & Co | 4,935 | $104.8 萬 | 0.02% | −20.0% | 減碼 |
| Integrated Wealth Concepts LLC | 4,942 | $105.0 萬 | 0.01% | +453+10.1% | 加碼 |
| Stevens Capital Management LP | 4,964 | $105.4 萬 | 0.42% | +4,964 | 新進 |
| Boltwood Capital Management | 4,996 | $106.1 萬 | 0.32% | −109−2.1% | 減碼 |
| NorthRock Partners, LLC | 5,041 | $107.1 萬 | 0.03% | −1,612−24.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 5,042 | $107.1 萬 | 0.06% | +335+7.1% | 加碼 |
| Cigna Investments Inc | 5,044 | $107.2 萬 | 0.19% | −29−0.6% | 減碼 |
| Canandaigua National Bank & Trust Co | 5,056 | $107.4 萬 | 0.11% | −141−2.7% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,060 | $107.5 萬 | 0.11% | +5,060 | 新進 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,091 | $108.1 萬 | 0.61% | 00.0% | 不變 |
| 1248 Management, LLC | 5,107 | $108.5 萬 | 0.47% | +5,107 | 新進 |
| Broadway Wealth Solutions, Inc. | 5,107 | $108.5 萬 | 0.82% | +5,107 | 新進 |
| Ameritas Investment Partners, Inc. | 5,147 | $109.3 萬 | 0.04% | −195−3.7% | 減碼 |
| AA Financial Advisors, LLC | 5,201 | $110.5 萬 | 0.29% | 00.0% | 不變 |
| Sagespring Wealth Partners, LLC | 5,250 | $111.5 萬 | 0.03% | +5,250 | 新進 |
| West Paces Advisors Inc. | 5,264 | $111.8 萬 | 0.27% | −33−0.6% | 減碼 |
| Legacy Wealth Asset Management, LLC | 5,327 | $113.2 萬 | 0.31% | +35+0.7% | 加碼 |
| Kathmere Capital Management, LLC | 5,370 | $114.1 萬 | 0.10% | −362−6.3% | 減碼 |
| Dover Advisors, LLC | 5,374 | $114.1 萬 | 0.65% | −20−0.4% | 減碼 |
| Twinbeech Capital LP | 5,383 | $114.3 萬 | 0.02% | −36,059−87.0% | 減碼 |
| D.A. Davidson & Co. | 5,484 | $116.5 萬 | 0.01% | −180−3.2% | 減碼 |
| Oppenheimer & Co Inc | 5,503 | $116.9 萬 | 0.02% | −23−0.4% | 減碼 |
| Valeo Financial Advisors, LLC | 5,522 | $117.3 萬 | 0.03% | +131+2.4% | 加碼 |
| Neville Rodie & Shaw Inc | 5,530 | $117.5 萬 | 0.09% | 00.0% | 不變 |
| Fullcircle Wealth LLC | 5,097 | $117.8 萬 | 0.48% | −158−3.0% | 減碼 |
| US Asset Management LLC | 5,563 | $118.2 萬 | 1.06% | −115−2.0% | 減碼 |
| Center For Asset Management LLC | 5,569 | $118.3 萬 | 0.77% | +73+1.3% | 加碼 |
| Aries Wealth Management | 5,599 | $118.9 萬 | 0.33% | −8−0.1% | 減碼 |
| Kings Path Partners LLC | 5,625 | $119.5 萬 | 0.51% | 00.0% | 不變 |
| GTS Securities LLC | 5,657 | $120.2 萬 | 0.06% | +1,962+53.1% | 加碼 |
| Trust Asset Management LLC | 5,677 | $120.6 萬 | 0.09% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,679 | $120.6 萬 | 0.03% | +45+0.8% | 加碼 |
| Ironwood Investment Counsel, LLC | 5,696 | $121.0 萬 | 0.21% | −29−0.5% | 減碼 |
| Global Retirement Partners, LLC | 5,725 | $121.6 萬 | 0.03% | +62+1.1% | 加碼 |
| Shell Asset Management Co | 5,735 | $121.8 萬 | 0.05% | +223+4.0% | 加碼 |
| Access Financial Services, Inc. | 5,756 | $122.3 萬 | 0.54% | +5,756 | 新進 |
| Prosperity Financial Group, Inc. | 5,757 | $122.3 萬 | 0.61% | +216+3.9% | 加碼 |
| NorthStar Asset Management LLC | 5,759 | $122.3 萬 | 0.78% | +613+11.9% | 加碼 |
| DF Dent & Co Inc | 5,762 | $122.4 萬 | 0.02% | +49+0.9% | 加碼 |
| Louisbourg Investments Inc. | 8,211 | $123.6 萬 | 0.32% | +3,300+67.2% | 加碼 |
| We Are One Seven, LLC | 5,819 | $123.6 萬 | 0.05% | +940+19.3% | 加碼 |
| Peapack Gladstone Financial Corp | 5,902 | $125.4 萬 | 0.02% | −145−2.4% | 減碼 |
| AXS Investments LLC | 5,910 | $125.5 萬 | 0.35% | +170+3.0% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 5,953 | $126.4 萬 | 0.07% | −282−4.5% | 減碼 |
| Fortis Capital Advisors, LLC | 5,563 | $126.6 萬 | 0.43% | +1,756+46.1% | 加碼 |
| Ostrum Asset Management | 6,028 | $128.0 萬 | 0.11% | +2,594+75.5% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 6,047 | $128.4 萬 | 0.05% | +3,432+131.2% | 加碼 |
| Concord Asset Management, LLC | 6,048 | $128.5 萬 | 0.28% | +84+1.4% | 加碼 |
| Elmwood Wealth Management, Inc. | 6,116 | $129.9 萬 | 0.52% | +4+0.1% | 加碼 |
| Axq Capital, LP | 6,138 | $130.4 萬 | 0.59% | −3,829−38.4% | 減碼 |
| Concord Wealth Partners | 6,155 | $130.7 萬 | 0.21% | +78+1.3% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 6,161 | $130.9 萬 | 0.02% | −48−0.8% | 減碼 |
| Venture Visionary Partners LLC | 6,199 | $131.7 萬 | 0.06% | −83−1.3% | 減碼 |
| Highview Capital Management LLC | 6,204 | $131.8 萬 | 0.51% | +156+2.6% | 加碼 |
| Lester Murray Antman dba SimplyRich | 6,242 | $132.5 萬 | 0.38% | +102+1.7% | 加碼 |
| Exchange Bank | 6,239 | $132.5 萬 | 1.07% | 00.0% | 不變 |
| Teza Capital Management LLC | 6,318 | $134.2 萬 | 0.20% | −33,839−84.3% | 減碼 |
| Checchi Capital Advisers, LLC | 6,350 | $134.9 萬 | 0.10% | +42+0.7% | 加碼 |
| Fidelis Capital Partners, LLC | 6,185 | $135.6 萬 | 0.14% | −574−8.5% | 減碼 |
| Machina Capital S.A.S. | 6,386 | $135.6 萬 | 0.57% | −460−6.7% | 減碼 |
| Principal Securities, Inc. | 6,422 | $136.4 萬 | 0.03% | +397+6.6% | 加碼 |
| Fifth Third Wealth Advisors LLC | 6,435 | $136.7 萬 | 0.07% | +1,708+36.1% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 6,449 | $137.0 萬 | 0.12% | 00.0% | 不變 |
| LMCG Investments, LLC | 6,452 | $137.0 萬 | 0.08% | −220−3.3% | 減碼 |
| Chesley Taft & Associates LLC | 6,466 | $137.3 萬 | 0.06% | −925−12.5% | 減碼 |
| Smartleaf Asset Management LLC | 6,494 | $137.7 萬 | 0.14% | +1,117+20.8% | 加碼 |
| Eqis Capital Management, Inc. | 6,489 | $137.8 萬 | 0.11% | +109+1.7% | 加碼 |
| Essex Financial Services, Inc. | 6,491 | $137.9 萬 | 0.10% | +3,098+91.3% | 加碼 |
| Boyd Watterson Asset Management LLC | 6,574 | $139.6 萬 | 0.39% | −156−2.3% | 減碼 |
| Shelton Capital Management | 6,598 | $140.1 萬 | 0.03% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 6,668 | $141.6 萬 | 0.26% | +6,668 | 新進 |
| Drake & Associates, LLC | 6,230 | $141.7 萬 | 0.40% | +3,279+111.1% | 加碼 |
| Gries Financial LLC | 6,674 | $141.8 萬 | 0.25% | +504+8.2% | 加碼 |
| Smithfield Trust Co | 6,703 | $142.2 萬 | 0.07% | 00.0% | 不變 |
| Pictet Bank & Trust Ltd | 6,696 | $142.2 萬 | 1.42% | +6,696 | 新進 |
| United Bank | 6,781 | $144.0 萬 | 0.61% | +483+7.7% | 加碼 |
| WSFS Capital Management, LLC | 6,847 | $145.4 萬 | 0.08% | −373−5.2% | 減碼 |
| RCS Financial Planning, LLC | 6,904 | $146.6 萬 | 0.78% | 00.0% | 不變 |
| Buckingham Strategic Partners | 6,957 | $147.8 萬 | 0.02% | +1,142+19.6% | 加碼 |
| Parallel Advisors, LLC | 7,000 | $148.7 萬 | 0.03% | −55−0.8% | 減碼 |
| Douglas Lane & Associates, LLC | 7,005 | $148.8 萬 | 0.02% | +2,194+45.6% | 加碼 |
| Ledyard National Bank | 7,045 | $149.6 萬 | 0.14% | +3,164+81.5% | 加碼 |
| Wimmer Associates 1, LLC | 7,105 | $150.9 萬 | 0.75% | −465−6.1% | 減碼 |
| Norway Savings Bank | 7,137 | $151.6 萬 | 0.84% | −34−0.5% | 減碼 |
| Thompson Siegel & Walmsley LLC | 7,174 | $152.4 萬 | 0.02% | −8−0.1% | 減碼 |
| Profund Advisors LLC | 7,195 | $152.8 萬 | 0.06% | −579−7.4% | 減碼 |
| TCTC Holdings, LLC | 7,198 | $152.9 萬 | 0.05% | +32+0.4% | 加碼 |
| Walleye Capital LLC | 7,235 | $153.7 萬 | 0.01% | −10,467−59.1% | 減碼 |
| MUFG Securities Americas Inc. | 7,251 | $154.0 萬 | 0.20% | +7,251 | 新進 |
| MAI Capital Management | 7,273 | $154.5 萬 | 0.01% | +129+1.8% | 加碼 |